Creative Planning
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Creative Planning’s Microbot Medical MBOT Stock Holding History

Creative Planning’s Portfolio MBOT Stock Details MBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-284
Closed -$6K – 2943
2017
Q2 		$6K Buy
+284
New +$15.7K ﹤0.01% 3913
2017
Q1 		– Hold
0
– – – 4808
2016
Q4 		– Sell
-7
Closed -$884 – 4740
2016
Q3 		$1K Hold
7
– – ﹤0.01% 4407
2016
Q2 		$0 Sell
7
-40
-85% -$11.5K ﹤0.01% 4448
2016
Q1 		$20K Hold
47
– – ﹤0.01% 2754
2015
Q4 		$32K Buy
47
+20
+74% +$14.7K ﹤0.01% 2479
2015
Q3 		$18K Buy
27
+6
+29% +$4.56K ﹤0.01% 2805
2015
Q2 		$18K Buy
21
+6
+40% +$7.06K ﹤0.01% 1072
2015
Q1 		$24K Sell
15
-8
-35% -$14.3K ﹤0.01% 2583
2014
Q4 		$35K Buy
23
+8
+53% +$14.5K ﹤0.01% 2236
2014
Q3 		$31K Buy
15
+14
+1,400% +$36.9K ﹤0.01% 2223
2014
Q2 		$2K Sell
1
-8
-89% -$18.5K ﹤0.01% 3516
2014
Q1 		$20K Buy
+9
New +$21.5K ﹤0.01% 2369
2013
Q4 		– Hold
0
– – – 3399
2013
Q3 		– Hold
0
– – – 3098
2013
Q2 		– Hold
0
– – – 3096

Other funds holding MBOT

SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Creative Planning's MBOT Position: Q3 2017 in Review

Creative Planning sold out of Microbot Medical (MBOT) in Q3 2017, closing a stake of 284 shares — an estimated $6K sold.

Creative Planning first reported a position in MBOT in Q1 2014 and held it in 12 quarters. The position peaked at $35K in Q4 2014. 26 funds tracked by Wall St. Rank hold MBOT as of Q3 2017.

  • Creative Planning reported no remaining Microbot Medical position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 284 Microbot Medical shares in Q3 2017, an estimated $6K.
  • Creative Planning first reported a position in Microbot Medical in Q1 2014 and held it in 12 quarters.
  • Creative Planning's Microbot Medical position peaked at $35K in Q4 2014.
  • 26 funds tracked by Wall St. Rank held Microbot Medical as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.